Wealthspire Advisors (New York)’s iShares Russell 2000 Value ETF IWN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $13.4M | Buy |
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|
2025
Q2 | $11.8M | Sell |
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|
2025
Q1 | $11.5M | Buy |
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|
2024
Q4 | $10.8M | Buy |
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|
2024
Q3 | $10.4M | Buy |
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|
2024
Q2 | $8.52M | Buy |
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|
2024
Q1 | $7.87M | Buy |
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|
2023
Q4 | $7.29M | Sell |
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|
2023
Q3 | $6.58M | Buy |
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|
2023
Q2 | $768K | Sell |
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|
2023
Q1 | $755K | Buy |
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|
2022
Q4 | $760K | Sell |
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|
2022
Q3 | $710K | Buy |
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|
2022
Q2 | $676K | Buy |
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|
2022
Q1 | $799K | Buy |
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|
2021
Q4 | $800K | Buy |
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|
2021
Q3 | $756K | Buy |
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|
2021
Q2 | $729K | Sell |
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|
2021
Q1 | $754K | Buy |
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|
2020
Q4 | $582K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $775K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $17K | Buy |
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